Senior Business Development Manager

Posted 8 Days Ago
Be an Early Applicant
Headquarters, AZ
7+ Years Experience
Financial Services
The Role
Join a faith-based non-profit financial services organization specializing in retirement solutions. Responsible for building relationships with plan sponsors and consultants, creating business plans, generating leads, delivering sales presentations, and managing the sales process.
Summary Generated by Built In

Experience GuideStone!

We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.

What We Offer You!

We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.

Job Summary

Would you like to join a faith-based non-profit financial services organization that offers investment management, retirement, personal advisory services, insurance, and property and casualty solutions to the evangelical Christian community.  And, there’s more!  An award-winning* mutual fund company, GuideStone Funds – the nation’s largest Christian-screened registered mutual fund family-- offers a comprehensive fund line-up across most major asset classes.   We are an innovative organization located in Dallas, Texas that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship. We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.

Our retirement line of business serves institutions and churches, including hospitals, universities, seminaries, mission-sending organization, family services, and evangelical Christian ministries.

What You'll Do

Are you a dynamic self-starter, quick thinking with a real passion for excellence and strong communication skills?  We are looking for someone with retirement plan sales experience who thrives on engaging with others and successfully building relationships with plan sponsors and plan consultants alike, to grow our Retirement Solutions business.  In this role you will create or strengthen relationships with key decision makers or other influencers at institutional plan sponsors as well as plan consultants/advisors. Your primary responsibility will be on selling to churches and like-minded ministries such as mission sending organizations and Universities and Colleges. It will be important for you to be able to identify not only professionally but also personally with our mission of serving those who serve the Lord.

How you will fulfill your potential:

  • Building and implementing the business plan to achieve growth/new business goals for large institutions by building senior/executive contacts with decision makers at targeted institutions and with plan consultants/investment advisory firms

  • Identifying key prospect and targets and demonstrating proficiency in both the discovery process and moving though the Know, Target, Prospect, Value, Commit stages

  • Assisting with lead generation marketing campaigns, cold calling, emails and RFPs

  • Developing and delivering sales presentations

  • Managing multiple facets of the sales process with multiple opportunities including coordinating meetings, content, follow- tasks, phone calls, proposals, presentations, commitment, and initial stages of onboarding

  • Inputting accurate and timely information into CRM relative to sales process and data necessary to create realistic sales and revenue projections

  • Seamlessly transition sold clients to the Relationship Manager/Client Service team

  • Providing input on market trends, competitor analysis or other business insight gathered in the field

  • Teaming with GuideStone’s Director of Intermediary Distribution in the plan consultant marketplace

  • Assisting Retirement Relationship Managers on retention and participating on key initiatives within the company will be important to success.

What You'll Need

  • 10 + years of large- retirement plan sales or relationship management

  • In depth knowledge of retirement plan products and services, preferably within the institutional not-for-profit retirement services market

  • A competitive personality with strong problem-solving skills

  • Ability to quickly establish trust and confidence

  • Strong knowledge of 403(b)(9) plans required, church plan knowledge helpful

  • Possess keen business insight and results driven

  • Track record of business development through new plan sales and retention

  • Ability to communicate effectively: strong written and oral presentation skills

  • Persuasive and compelling style with experience at conflict resolution

  • Advanced ability to think analytically and act strategically

  • FINRA 6 & 63 licenses

#LI-hybrid
#LI-HM1

The Company
HQ: Dallas, TX
534 Employees
On-site Workplace
Year Founded: 1918

What We Do

GuideStone is a diverse financial services organization that services more than 200,000 clients nationwide in the faith-based marketplace. We offer retirement, insurance, investment management, property and casualty coverage, and executive planning products and services to the Southern Baptist and wider evangelical Christian community. GuideStone sponsors the nation’s largest Christian-screened registered mutual fund family and is located in Dallas, Texas.

Do well. We strive to do well, to do our jobs with excellence. Our goal is to enhance our participants'​ financial security and to give our participants peace of mind today and confidence about tomorrow.

Do right. We strive to do right, to make integrity an integral part of our work. We believe that doing what's right matters. That consulting our consciences and acting on our beliefs is an essential component of developing financial solutions and investment options.

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